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Aevitas Wealth Management’s Philip Morris PM Stock Holding History

Aevitas Wealth Management’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-984
Closed -$86K – 272
2019
Q1 		$86K Buy
984
+69
+8% +$5.56K 0.08% 146
2018
Q4 		$61K Sell
915
-1,604
-64% -$134K 0.06% 165
2018
Q3 		$205K Buy
2,519
+4
+0.2% +$328 0.19% 100
2018
Q2 		$203K Sell
2,515
-408
-14% -$34.6K 0.2% 101
2018
Q1 		$291K Sell
2,923
-314
-10% -$32.7K 0.29% 84
2017
Q4 		$342K Buy
+3,237
New +$345K 0.32% 78

Other funds holding PM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aevitas Wealth Management's PM Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Philip Morris (PM) in Q2 2019, closing a stake of 984 shares — an estimated $86K sold.

Aevitas Wealth Management first reported a position in PM in Q4 2017 and held it in 6 quarters. The position peaked at $342K in Q4 2017. 1,673 funds tracked by Wall St. Rank hold PM as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Philip Morris position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 984 Philip Morris shares in Q2 2019, an estimated $86K.
  • Aevitas Wealth Management first reported a position in Philip Morris in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Philip Morris position peaked at $342K in Q4 2017.
  • 1,673 funds tracked by Wall St. Rank held Philip Morris as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.